Maureen Dougherty is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and modeled outcomes using firm-approved tools.

Martin Halberg is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at IFP Securities, LPL Financial, and Independent Financial Partners. Halberg is also involved in non-variable insurance products, including term and whole life insurance, long-term care insurance, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management strategies and platform options with both discretionary and non-discretionary implementations.

Paige Calman is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley, she worked in various roles including at Anatolia Cafe and in education at Nickajack Elementary School and ET Booth Middle School. Outside of finance, Paige operates a dog sitting and walking business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

Bogdan Vasiljevic is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Harvard Extension School and GameStop. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods.

Craig Houck is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing 25 years of industry experience. He has served with Raymond James Financial Services Advisors, Inc. since 2014 and is involved with the Baker's Brace Foundation. Outside of his advisory role, he is the owner of Dogwood Wealth Advisors, LLC and acts as a trustee for a testamentary trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with tools that incorporate risk profiling and outcome modeling.

Krashonda Gray is a financial advisor at Morgan Stanley in Atlanta, GA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, DHL Supply Chain, and multiple Wells Fargo entities. Outside of her financial advisory role, she owns and operates an interior design business called Designed by Krashonda. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Agustin Hays is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

Dejah Gay is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial in Atlanta, GA. She previously worked at Truepoint, Inc. for six years and holds a Series 63 license. Gay is involved with Delta Community Credit Union and Members Trust Company in financial institution roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

Judy Wimpey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client goals.

Susan Newman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera and affiliated firms since 2012 and owns several financial services businesses, including Newman Financial Services and Joe Newman and Associates. Newman also serves as Social Chair on the Board of Directors for Chesapeake Rotary. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodians.

Mark Weeks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is the CEO of 52 Weeks Financial, a financial services firm he has led since 2012. Weeks has also held roles at Benefits Advisory Group, Princor Financial Services Corp, and Principal Life Insurance Co. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Robert Hickey Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2011. Outside of his advisory role, he sells sneakers on eBay as a separate business activity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Jacobson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he held positions at KidsPeace and White's Residential and Family Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Serafin is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at UBS Financial Services Inc. He is co-owner of Graystone Square Investments LLC, a partnership formed to invest in a restaurant. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital-markets and affiliated asset management capabilities.

Kimberly Piontek is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to support tailored client plans.

Kimberlee Mott is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She previously worked at Cetera and Foresters Financial Services. She is a 30% owner of Pack Financial LLC, operating as the For Cetera Investors Team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Thomas Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Investors Capital Corp. and Valic Financial Advisors before joining Cetera Advisors LLC in 2016. Outside of his advisory work, Scott serves as a preacher at Thrive Today Bible Fellowship and holds positions in community and alumni organizations, including the Guilford Forest Homeowners Association and Morehouse College Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and retirement services across discretionary and non-discretionary program structures.

Hubert Twum Barima is a Series 66-registered financial advisor with Thrivent Investment Management in Atlanta, GA, with one year of industry experience. Before joining Thrivent, he worked at LPL Enterprise LLC and spent eight years at Atlantic Bay Mortgage Group. His other activities include serving as a financial professional with Prudential Advisors and engaging in non-variable insurance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system called “WealthPlan” while maintaining separation between these services.

James Fleming is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Havener Capital Partners, Edward Jones, Alps Distributors, Inc., and Caldwell & Orkin. Fleming is currently based in Atlanta, GA. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management services.

Foster Harrison is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at Apollon Wealth Management, LLC and has a background that includes real estate through CRP Real Estate, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.